Chief Operating Officer
- 15+ years investment management experience
- Affiliated with Wells Fargo Advisors Financial Network since 2018
- Formerly Financial Advisor with Edward Jones and Morgan Stanley, Compliance Officer with Midwest Investment Advisors
- Series 7, 9, 10, 31, 66 registrations, variable annuity and life insurance licensed CA Insurance License 318664 Resident State MO
I am the Chief Operating Officer (COO) of Westlake Private Wealth Management. I joined the team with the goal of strengthening our foundation and infrastructure to help us become one of the best practices in the country.
Prior to taking the COO position, I spent years with Risk Supervision as both a Regional Supervisor and a Senior Supervisory Control Specialist. I have partnered with Westlake Private Wealth Management since 2018 and joined the practice in 2022. I possess a strong industry knowledge and have a passion for developing long-term client relationships and problem solving. Currently I am working on running the practice’s day to day activities, providing Financial Advisor guidance, and managing practice risks.
I grew up in St. Louis, MO and I have two children. My son Ricky is in Orlando, FL and my daughter Tori is in St. Louis, MO where she recently grew our family with a first grandbaby. We all look forward to the adventures that will bring in the years to come. I enjoy playing hockey, cycling, hiking, skiing, and traveling and I am active in numerous charitable organizations including Pedal the Cause and Friends of Kids with Cancer.